Jonas Katan

Jonas Katan

Realtor-Associate

With over 10 years of experience in wealth management at a prestigious Parisian family office in France, I have developed extensive expertise in financial planning and investment strategies. Throughout my career, I have successfully managed portfolios for more than 3,000 doctors across France, specializing in sophisticated financial placements and tax optimization strategies.

Building on my foundation in traditional financial investments, I have strategically expanded into real estate to create additional value for my medical professional clients. By leveraging the tax savings, I generate for doctors through fiscal optimization in France, I am now able to guide them toward lucrative real estate investment opportunities in the United States.

Having relocated to Miami approximately one year ago, I am uniquely positioned to bridge French and American investment markets, offering my clients access to high-potential U.S. real estate investments while maintaining their optimized tax strategies in France.
As a French national with deep expertise in both European wealth management and American real estate markets, I bring a distinctive international perspective to investment advisory services.

 

 

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